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DEEP - ETF AI Analysis

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DEEP

Roundhill Acquirers Deep Value ETF (DEEP)

Rating:67Neutral
Price Target:
DEEP, the Roundhill Acquirers Deep Value ETF, has a solid overall rating driven by strong contributors like John B. Sanfilippo & Son and Karooooo, which combine robust financial performance, positive outlooks, and attractive or fair valuations. At the same time, holdings such as National Research and TriNet, which face issues like declining revenue, higher leverage, or technical and profitability challenges, weigh on the fund’s score, and there is some risk from several holdings showing bearish technical trends and leverage-related concerns.
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, suggesting its value-focused strategy has recently worked well for investors.
Broad Sector Diversification
Holdings are spread across many sectors, including consumer, industrials, financials, energy, health care, and technology, which helps reduce the impact of weakness in any single area.
Multiple Strong Individual Stocks
Several top holdings, such as Karooooo, Kforce, USANA Health, and National Research, have shown strong performance, providing support to the fund’s overall returns.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.
Concentrated in U.S. Market
Almost all assets are invested in U.S. companies, offering little geographic diversification if other regions perform better or the U.S. market faces a downturn.
Notable Weak Top Holdings
Some key positions, including BellRing Brands, ODDITY Tech, and Western Union, have shown weak or negative performance, which can drag on the fund’s results if the trend continues.

DEEP vs. SPDR S&P 500 ETF (SPY)

DEEP Summary

The Roundhill Acquirers Deep Value ETF (DEEP) tracks the Acquirers Deep Value Index, focusing on U.S. companies that appear cheap based on their fundamentals. It mainly holds mid- and small-sized businesses across many sectors, including consumer, industrial, and financial companies. Some recognizable names in the fund are Western Union and Euronet Worldwide. Investors might consider DEEP if they want diversification into lesser-known stocks that could have room to rebound if the market eventually revalues them. However, because it leans on smaller, undervalued companies, the share price can be more volatile and may go up and down sharply with the market.
How much will it cost me?The Roundhill Acquirers Deep Value ETF (DEEP) has an expense ratio of 0.8%, which means you’ll pay $8 per year for every $1,000 invested. This is higher than the average ETF expense ratio because DEEP is actively managed, focusing on a specialized deep value investment strategy that requires more research and analysis. It’s important to consider whether the potential returns from this strategy align with the higher cost.
What would affect this ETF?The Roundhill Acquirers Deep Value ETF (DEEP) could benefit from a recovery in undervalued sectors like Consumer Cyclical and Industrials, especially if economic conditions improve and market sentiment shifts toward smaller, overlooked companies. However, rising interest rates or economic downturns may negatively impact mid-cap and small-cap stocks, which are more sensitive to financial pressures. Additionally, regulatory changes or sector-specific challenges in areas like Energy or Health Care could influence the ETF's performance.

DEEP Top 10 Holdings

DEEP is leaning into a classic deep-value play, with a U.S.-heavy mix of overlooked mid- and small-cap names. Staffing firm Kforce and shipping player Safe Bulkers have been rising steadily, acting like quiet engines pulling the fund forward, while Karooooo and TriNet add more momentum with solid, if sometimes choppy, gains. On the flip side, BellRing Brands and ODDITY Tech are losing steam, weighing on recent results. Sector-wise, the fund tilts toward consumer and industrial cyclicals, making it more sensitive to the economic backdrop than to Big Tech swings.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
TriNet Group1.44%$396.69K$3.02B11.50%
58
Neutral
Karooooo1.36%$374.43K$1.98B42.87%
76
Outperform
BellRing Brands1.30%$357.46K$1.44B-75.86%
67
Neutral
Kforce1.24%$341.36K$1.02B67.68%
66
Neutral
CarGurus1.20%$329.49K$3.27B16.98%
68
Neutral
Donnelley Financial Solutions1.20%$328.69K$1.16B-6.72%
64
Neutral
IDT1.18%$325.28K$1.64B12.01%
70
Outperform
AMC Networks1.18%$322.93K$462.00M81.36%
57
Neutral
NMI Holdings1.18%$322.59K$3.37B18.56%
79
Outperform
Euroseas1.17%$320.42K$556.95M52.61%
77
Outperform

DEEP Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
41.68
Positive
100DMA
39.89
Positive
200DMA
37.97
Positive
Market Momentum
MACD
0.29
Positive
RSI
59.33
Neutral
STOCH
49.57
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DEEP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 42.57, equal to the 50-day MA of 41.68, and equal to the 200-day MA of 37.97, indicating a bullish trend. The MACD of 0.29 indicates Positive momentum. The RSI at 59.33 is Neutral, neither overbought nor oversold. The STOCH value of 49.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DEEP.

DEEP Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$27.45M0.80%
67
Neutral
$94.43M0.55%
61
Neutral
$89.20M0.69%
69
Neutral
$58.10M0.60%
73
Outperform
$40.11M0.19%
62
Neutral
$6.09M0.88%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DEEP
Roundhill Acquirers Deep Value ETF
43.85
11.20
34.30%
CVSM
CresAlta Small and Mid-Cap ETF
OASC
OneAscent Small Cap Core ETF
FSCS
First Trust Smid Capital Strength Etf
NIXT
Research Affiliates Deletions ETF
EPSV
Harbor SMID Cap Value ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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